Filed January 28, 2002 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,748 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,855 | $50,458+165.3% | $159,960-16.3% | $64,808+106.5% |
| Participation rate | 65.9% | 68.0%-2.1pp | 78.0%-12.1pp | 71.5%-5.6pp |
| Annual return | -18.43% | -13.42%-5.0pp | 408.60%-427.0pp | 32.82%-51.2pp |
| Employer contribution / active EE | $2,452 | $1,722+42.4% | $4,226-42.0% | $2,506-2.1% |
| Participant deferral / active EE | $5,624 | $4,004+40.5% | $6,182-9.0% | $4,310+30.5% |
| Admin fee / account holder | $76 | $706-89.2% | $8,698-99.1% | $188-59.4% |